Agency Schedule Detail

Authorization Number : 760-1469

Agency Series No. : BB-03

Status : Active

Agency Web Link :

Agency : DHS

Confidential Description : Records may contain bank account and routing numbers, customer information (Social Security Numbers, Date of Birth, etc.)

Division : DHSADM1

Vital Description :

Section : DHSADM1B032

Record Title : Research and Composition Reports

Revision : 0

Record Description : Consists of: 1) End of fiscal and calendar year revenue statements that show revenues earned and deposited into the state of Ohio''s accounting system. 2) Copies of reports provided to OBM for annual GAAP data. 3) Monthly balancing of major funds (category not defined yet, but probably $200 million or more in annual deposits) and/or funds that tend to get a lot of information requested about them. 4) Copies of research and reports for the Federal Highway Administration (completed report is done by ODOT).

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain for 10 years from the date the records are received in storage, then destroy.	A long retention period for these documents is necessary as historical report information is frequently requested by the general public, lawmakers and ODPS agency staff. Historical data is used not only to provide information, but to project future revenue flows which may be changed by pending or passed legislation and for other various budgetary assessments.	Paper	Shred
Retain for 10 years from the date the records are received in storage, then destroy. Effective July 2006, these records are no longer being microfilmed. Eventually all microfilmed records will be destroyed.		Microform	Shred
Retain for 10 years from the date the records are received in storage, then destroy.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Barrya Coleman	Records Coordinator	7/19/2011 9:47:00 AM
Approved	Kevin Palmore	Records Officer	7/19/2011 9:52:00 AM
Approved	Michael Hardenbrook	Record Administrator	7/21/2011 10:27:00 AM
Approved	Martin Meeks	State Auditor	7/21/2011 11:08:00 AM
Approved	Fred Previts	State Archivist	7/29/2011 2:38:00 PM

Notes

Date	Reason	User